Exclusive consulting for your investment plan

Consultiva
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We are an investment advisory firm registered with the Securities and Exchange Commission “SEC”, with main offices located in San Juan, Puerto Rico which provide independent investment advisory services for individuals, families and institutions such as: pension plans, state government entities, endowments and foundations, among others.

Puerto Rico
Attractive for
non-US residents

Corporations and
Private Institutions

Families &
Individuals

Puerto Rico Attractive for non-US residents

Corporations and
Private Institutions

Families &
Individuals

Each client is different, but their wants and needs are similar. Whether it’s a company watching over their employees, a pension fund or a family seeking to protect their heritage for the next generation, everyone wants to rely on someone with experience and institutional knowledge that helps them achieve their goals.

 

With more than 20 years of experience, CONSULTIVA is a reliable advisor in a changing world.

We are signatories to the UNPRI

Consultiva Wealth Management, Corp.

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Is a Signatory to the UN Global Principles for Responsible Investing (www.unpri.org), as a professional service provider .The Principles, which are voluntary, identify a range of steps investors can take to integrate environmental, social and governance (ESG) issues in several areas, including investment decision-making, active ownership, transparency, collaboration and gaining wider support for these practices from the financial services industry. As a signatory to the Principles, CONSULTIVA joins many of the most powerful institutional investors in the world in recognizing that ESG issues can be material to investment performance, particularly over the long term.

investment management firms that are experienced and prepared to execute such strategies and, through our due diligence process, engage in meaningful dialogue with firms that seek to do so.

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Each client is different but their wants and needs are similar . Wether its a company watching over their employees a pension fund or a family seeking to protect their heritage for the next generation, everyone wants to rely on someone with experience and institutional knowledge that helps us achieve our goals.

 

With more than 20 years of experience, CONSULTIVA is a reliable advisor in a turbulent world.

Trajectory and Experience

We are signatories to the UNPRI

Show More

Consultiva Wealth Management, Corp. is a Signatory to the UN Global Principles for Responsible Investing (www.unpri.org), as a professional service provider . The Principles, which are voluntary, identify a range of steps investors can take to integrate environmental, social and governance (ESG) issues in several areas, including investment decision-making, active ownership, transparency, collaboration and gaining wider support for these practices from the financial services industry. As a signatory to the Principles, CONSULTIVA joins many of the most powerful institutional investors in the world in recognizing that ESG issues can be material to investment performance, particularly over the long term.

investment management firms that are experienced and prepared to execute such strategies and, through our due diligence process, engage in meaningful dialogue with firms that seek to do so.

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Our Focus

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Tailored strategies, implementation and monitoring of information with maximum precision.

The investment consulting procedures designed by CONSULTIVA are guided by the unique objectives of each client, taking into account aspects such as:

Investment cost, taxes and inflation

Risk tolerance

Responsible investment principles

Local impact investment opportunities

What

Sets us apart?
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We always act in the best interest of our clients.

Core values

Ownership, management, and advisors who are Results Driven.

Global Perspective assessing investment opportunities and risks.

Customization to meet client requirements.

Acknowledgement of fiduciary duties of care and loyalty.

Commitment to education for employees, fiduciaries, volunteer boards and clients.

An Asset-Liability approach to asset allocation.

If you have questions, schedule an appointment to learn more about our services.